OC
ONE CAPITAL MANAGEMENT, LLC
SEC RegisteredActively managed ETFs designed to help you keep moving forward
WESTLAKE VILLAGE, CAhttps://fundxetfs.com805.409.8150
Assets Under Management
$5B–$25B
Employees
103
Office Locations
7 offices
Total Accounts
10969
About the firm
FundX ETFs offers a suite of actively managed equity, balanced, and bond ETFs designed for taxable accounts, seeking to combine the investment opportunities and risk management of actively managed mutual funds with the tax efficiency and trading flexibility of ETFs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsInsurance Companies
Areas of expertise
Actively Managed EtfsEquity EtfsBalanced EtfsBond EtfsTax EfficiencyTaxable AccountsRisk Management
Services
Actively managed ETFs including equity, balanced, and bond ETFs (XNAV, XCOR, XRLX, XFLX, FFOX), available at major brokers including Charles Schwab, Fidelity, and Etrade.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,300 | $807M |
| High Net Worth Individuals | 1,168 | $4.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 35 | $67M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 7 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Dan Stridsberg
MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER
Steven Robert Cowley
CHIEF INVESTMENT OFFICER
Patrick Joseph Bowen
PRESIDENT
Theresa Mcdonald Irrevocable Trust
MEMBER
Office locations
7 offices in 3 states
CA
WESTLAKE VILLAGEHQ
CO
FORT COLLINS
KS
HIAWATHA
CA
CHICO
CA
SAN FRANCISCO
CA
SANTA BARBARA
CA
NEWPORT BEACH
Advisors at this firm
70 advisors in the directory
Alexander Acevedo
Investment Adviser Representative
Niklas Axelsen
Investment Adviser Representative
Mark Jeffrey Binder
Investment Adviser Representative
Samantha Bakke
Investment Adviser Representative
Hayden Barre-Henuset
Investment Adviser Representative
Brad Martin Barrett
Investment Adviser Representative
Wayne Edward Baxter
Investment Adviser Representative
Sean Bingham
Investment Adviser Representative
Kevin Dennis Boden
Investment Adviser Representative
Patrick Joseph Bowen
Investment Adviser Representative
John Douglas Clagett
Investment Adviser Representative
Kristine J Clagett
Investment Adviser Representative
Sheri Ann Takako Chang Yamaguchi
Investment Adviser Representative
Michael John Chisick
Investment Adviser Representative
Sheila Tuttle Cimini
Investment Adviser Representative
Aiden Clark
Investment Adviser Representative
Nicholas Costas
Investment Adviser Representative
Steven Robert Cowley
Investment Adviser Representative
Daniel Victor Cozano
Investment Adviser Representative
Bryce Fehmel
Investment Adviser Representative
Corey Douglas French
Investment Adviser Representative
Nicholas Wesley Gardner
Investment Adviser Representative
Benjamin Russell Garvin
Investment Adviser Representative
Cranston Richard Gesell
Investment Adviser Representative
Joel Richard Hahn
Investment Adviser Representative
Eric John Hamel
Investment Adviser Representative
Ryan Andrew Howard
Investment Adviser Representative
Xinyu Huang
Investment Adviser Representative
Kevin Garrett Johnson
Investment Adviser Representative
Daniel Kang
Investment Adviser Representative
Chad Michael Kessler
Investment Adviser Representative
Ross Trevor Lloyd
Investment Adviser Representative
Riley David Lopez
Investment Adviser Representative
Kantrell Moore
Investment Adviser Representative
Carl Edward Mueller
Investment Adviser Representative
John Paul Mabini
Investment Adviser Representative
Audra Lynn Masche
Investment Adviser Representative
Donald Hugh McDonald
Investment Adviser Representative
Nicholas Hugh McDonald
Investment Adviser Representative
Sean McKeon
Investment Adviser Representative
Changhao Meng
Investment Adviser Representative
Lance Ward Messervy
Investment Adviser Representative
Mark Herbert Miller
Investment Adviser Representative
Brady Edward Nance
Investment Adviser Representative
James Howard Nitchke
Investment Adviser Representative
Jason Nahoul
Investment Adviser Representative
Vincent Arthur Nuno
Investment Adviser Representative
Joshua O'Handley
Investment Adviser Representative
Liam O'Hara
Investment Adviser Representative
Jared Daniel Osborne
Investment Adviser Representative
Antonio Rhee
Investment Adviser Representative
Sean P Righter
Investment Adviser Representative
Tobie A Rodriguez
Investment Adviser Representative
Derek Michael Schwartz
Investment Adviser Representative
Susan Hickman Seiter
Investment Adviser Representative
Timothy Patrick Sheldon
Investment Adviser Representative
Zamir Siddiqi
Investment Adviser Representative
Sarah E Slusher
Investment Adviser Representative
Elan Solomon
Investment Adviser Representative
Zachary Logan Stein
Investment Adviser Representative
Matthew S Stephenson
Investment Adviser Representative
Dan Stridsberg
Investment Adviser Representative
Eric Edward Swanson
Investment Adviser Representative
Jason Edward Thomas
Investment Adviser Representative
Craig Valdes
Investment Adviser Representative
Kaitlyn Voyce
Investment Adviser Representative
Jeremy White
Investment Adviser Representative
Andrew William Whitehouse
Investment Adviser Representative
Adele Emma Young
Investment Adviser Representative
Laura Kathleen Zimmerman
Investment Adviser Representative
Regulatory & compliance
CRD number
#114861
SEC Number
801-60483
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Subscription
Minimum: $500,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.95% |
| Next $1,000,000 | 1.65% |
| Next $3,000,000 | 1.35% |
| Next $5,000,000 | 1.15% |
| Over $10,000,000 | 1.00% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
fundxetfs.comPhone
805.409.8150Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ONE CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.